Barry Volpert is a registered investment advisor at Crestview Partners, based in New York, NY, with 13 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $7.9B in assets under management.
Compensation
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Fee Structure
Crestview does not directly manage investments for individual investors. They advise private funds that pool investments.
Location
667 Madison Ave., 10th Floor, New York, NY, 10011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Crestview Partners
State Registrations1 state
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